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Overview of our Loan Package Service

Loan Package Service

A properly developed and written loan package is essential to obtaining bank finance and private lender finance. Frank Goley, the ABC business consultant, has extensive expertise and experience in bank and private equity finance. He will ensure you are putting forth the right, customized package for each funding source to ensure you have the very best chance of successful funding at the best terms. This package includes unlimited consulting and package updates as needed by the client.

What’s Included

The Loan Package is comprehensive and has the following sections (customized to the client):

  • Loan Summary
  • Company/ Project Information, Contact Details & History
  • Principals’ Backgrounds, Experience & Resumes
  • Key Project Employees, Executives & Managers’ Experience and Responsibilities
  • Company & Project Organizational Chart
  • Company Registration
  • Project Description
  • Project Pictures & Renderings
  • Key Roles & Relationships:  Company, Strategic Partners, Third Parties and Government
  • Sources & Uses of Funds
  • Company & Project Collateral, Assets, Liens and Loans
  • Schedule of Real Estate
  • Rent Roll
  • Company & Principals’ Credit Standing and Credit Reports
  • Company Financial Statements
  • Project Budget
  • Pre-Sale Commitments
  • Project Appraisals & Valuations (if already completed)
  • Project Contracts & Agreements
  • Title Policies
  • Tax Returns:  Personal & Business
  • Project Construction Plans, Specifications, Drawings
  • Project & Company Advisors
  • Appendix

Why Our Loan Package is Better

  • Highly Customized – Completely Customized to Your Needs and Specific Objectives. All Plans are Custom and Original. The plan is targeted for specific funding sources.
  • Substance & Flair – Highly Substantive and Professional Design.
  • Sophisticated Financial Analysis – We use Sophisticated Financial Software to Produce High Quality Financial Projections.
  • Unlimited Consulting – We offer Unlimited Plan Consulting via Phone & Email for THREE Months.
  • Implementation Support – Includes Plan Implementation, Results Tracking, Re-Works and Updates for THREE Months.
  • The Loan Package is Yours – You will receive all Work Copy and a Finished LP in PDF Format.

Pricing, Timing and Terms



Development Time

2 to 3 weeks. This time frame can be shortened or lengthened, depending on how quickly we receive information back from clients and the complexity of the loan package.

Payment Options

  • Make Payments – One-half to commence plan and One-half at planning process completion.


  • Pay In Full Discount – 10% off the total package price when paid for in full at commencement of service.

Get Started Today

We will get started on your business success service within mere hours of hiring us! Please choose your payment option below and click the PayPal “Buy Now” button to pay securely using your Credit Card. We look forward to working with you…

Loan Package – Please Choose a Payment Option